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Strategies & Market Trends : The Amateur Traders Corner

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To: Pink Minion who wrote (6490)	2/25/2001 9:50:58 AM
From: Paul A	Read Replies (1) of 19633

yeah your right re: graphic companies.. I just think NVDA will have momentum going into at least the next 2 or 3 quarters.. but this isnt based on any research other than my thinking out loud type of speculation so take it for what its worth :) ... and of course now that I see alot of people dont agree, ill probably take a real close/hard look before jumping on if I do get that pullback.. but im not going to short it either :) I think the trick with the graphics makers is they need to keep the gamers where the product has unlimited margins essentially.. When TDFX started to try and mass produce the basic graphics cards to sell in the oem their revenues exploded, but they werent making any money- and than the silly acquisition to try and grow that losing strategy blew my mind. NVDA just keep catoring to the gamers, and stole it right from TDFX. Guess now its just a question of who comes along and steals it from NVDA? or another interesting thought is to use it as a trading position.. Knowing alot of people will be shorting, I may play the bounces on fast drops. I do that alot with the shorts Anthony posts, and contrary to how crazy it sounds its very predictable and profitable :)

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